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KFG WEALTH MANAGEMENT, LLC: ZMAR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KFG WEALTH MANAGEMENT, LLC on ZMAR, newest first. How the timeline and the estimate are built.

KFG WEALTH MANAGEMENT, LLC held 37,599 ZMAR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,599 shares
    Change vs previous 13F +938 shares

    0.12% of the 13F portfolio, value $1,060,856.

    13F-HR 0001919344-26-000005 filed by KFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,661 shares
    Change vs previous 13F +26,130 shares

    0.13% of the 13F portfolio, value $1,011,323.

    13F-HR 0001919344-26-000004 filed by KFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,531 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $289,544.

    13F-HR 0001919344-26-000001 filed by KFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,531 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $285,182.

    13F-HR 0001919344-25-000007 filed by KFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,531 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $279,229.

    13F-HR 0001919344-25-000005 filed by KFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,531 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $271,384.

    13F-HR 0001919344-25-000004 filed by KFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).